Client Success Pipeline Suite
About this template
š¦ššæš²š®šŗš¹š¶š»š² š¬š¼ššæ šš¹š¶š²š»š šš¼ššæš»š²š šš¶ššµ šš¹š¶š²š»š š¦šš°š°š²šš š£š¶š½š²š¹š¶š»š² š¦šš¶šš²
ā Empowers you to effortlessly manage your š°š¹š¶š²š»š šš¼šæšøš³š¹š¼š, š»ššæšššæš² š¹š²š®š±š, š®š»š± š±š²š¹š¶šš²šæ š²š
š°š²š½šš¶š¼š»š®š¹ š½šæš¼š·š²š°šš ā all within a beautifully organized workspace.
šš±š²š®š¹ š³š¼šæ:
ā Freelancers
ā Agencies
ā Consultants
š£š¼šš²šæš³šš¹ šš²š®šššæš²š:
ā š©š¶ššš®š¹š¶šš² š¬š¼ššæ š£š¶š½š²š¹š¶š»š²: Kanban boards provide a clear view of your leads and current client projects, allowing you to track progress seamlessly.
ā šš³š³š¼šæšš¹š²šš š¦š¼ššæš°š² š§šæš®š°šøš¶š»š“: Identify your most effective lead generation channels with a dedicated table for categorizing leads by source.
ā šš»šµš®š»š°š²š± š£šæš¼š·š²š°š š š®š»š®š“š²šŗš²š»š: Manage every stage of your client projects, from initial proposals to final delivery, with a dedicated Kanban board.
ā šš¼š¹š¹š®šÆš¼šæš®šš¶š¼š» š š®š±š² šš®šš: Facilitate clear communication with clients through dedicated spaces for proposals, revisions, and feedback.
ā š¦šš®š š¢šæš“š®š»š¶šš²š±: Ditch the chaos of scattered emails and documents. Keep everything centralized for effortless access and information sharing.
šš²šæš²'š šŖšµš®š'š šš»šš¶š±š²:
ā šš²š®š± š š®š»š®š“š²šŗš²š»š šš®š»šÆš®š»: Visualize your lead pipeline with clear stages like "Potential Lead" and "Deal Won."
ā šš²š®š±š šÆš š¦š¼ššæš°š² š§š®šÆš¹š²: Track leads generated from different sources like "Cold Calls" and "Referrals."
ā šš¹š¶š²š»š š£šæš¼š·š²š°š š š®š»š®š“š²šŗš²š»š šš®š»šÆš®š»: Manage ongoing projects with stages like "Proposal Sent" and "Client Review."